Skip to main content

 

 

Coupa Success Portal

Supplier Organization Profile

Edit Supplier Profile

As the MSP or Supplier, you can edit the supplier organization profile.

  • Navigate to Menu  ➔  Supplier Relationship Management  ➔  Supplier Lookup
    supplier lookup.png
    • If you are an MSP user, you will first need to search for the supplier organization using the search Supplier Lookup feature. Supplier users will skip the next two steps.
    • Click the Search button.
    • Locate the Supplier you wish to edit information for and click their Company Name.
      action list.png
  • Click on Edit Profile from the Action List
    edit profile.png
  • Select Security Clearance level from the drop-down list.
  • Enter the Supplier’s SIC Code.
    • The SIC Code is the Standard Industrial Classification Code used by government agencies to classify industry areas.
  • Enter the Supplier’s Primary NAICS Code.
    • The NAICS Code is the North American Industry Classification System used to classify business establishments for the purpose of collecting, analyzing and publishing statistical data related to the US economy. This code is based on the activities in which the establishment is primarily engaged in.
      supplier-diversity-editprofile1.png

Stand-alone CCW customers can manually add or remove Diversity data on the Supplier's profile.

For CCW customers who also use the Coupa Core platform, Diversity data is synced from Core to CCW and cannot be manually added or removed on CCW).

  • Select the Supplier’s Diversity Classification from the drop-down list.
  • Select the Country associated with the Supplier’s Diversity classification, then select the Agency 
  • Enter a Description.
  • Select the Certification Date of the classification by clicking on the calendar icon.
  • Select the Expiry Date of the classification by clicking on the calendar icon.
  • Select which user the Diversity classification was Certified By from the drop-down list.
  • Upload a copy of the classification by clicking on the blue folder icon in the Upload File field.
  • Click Add to add this classification to the Supplier’s profile.
    • Continue to add all applicable classifications until finished and then click Submit.
  • Was this article helpful?